Civic Intelligence

Central Indiana School Employees Insurence Tr

990 • Fiscal year 2021 • EIN 35-6515214

Feb 01, 2020 to Jan 31, 2021 • Filed on Dec 10, 2021

Organization ProfileN/A
11 Motif BoulevardBrownsburg, IN 46122

(317) 858-4747

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.16x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.06x

Higher debt load relative to revenue than 55% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Net Margin

43rd percentile

4.0%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$10,226,654

Up $2,254,858 (+28%) from 2017

Net Assets

Up

$8,545,536

Up $2,333,889 (+38%) from 2017

Liabilities

Down

$1,681,118

Down $79,031 (-4.5%) from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin43rd percentile

Revenue

Up

$26,224,808

Up $2,816,898 (+12%) from 2017

Expenses

Up

$25,178,999

Up $2,224,377 (+9.7%) from 2017

Net Income

Up

$1,045,809

Up $592,521 (+131%) from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2015: $7,918,794Liabilities 2015: $1,907,904Net Assets 2015: $6,010,8902015Assets 2016: $7,535,636Liabilities 2016: $1,712,459Net Assets 2016: $5,823,1772016Assets 2017: $7,971,796Liabilities 2017: $1,760,149Net Assets 2017: $6,211,6472017Assets 2021: $10,226,654Liabilities 2021: $1,681,118Net Assets 2021: $8,545,5362021Assets 2022: $5,642,186Liabilities 2022: $2,658,284Net Assets 2022: $2,983,9022022Assets 2023: $12,587,658Liabilities 2023: $5,549,614Net Assets 2023: $7,038,0442023Assets 2024: $17,251,619Liabilities 2024: $5,752,117Net Assets 2024: $11,499,5022024

Highlighted filing

2021

Assets$10,226,654
Liabilities$1,681,118
Net Assets$8,545,536
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2015: $20,659,309Expenses 2015: $20,547,936Net Income 2015: $111,3732015Revenue 2016: $22,495,129Expenses 2016: $22,694,946Net Income 2016: -$199,8172016Revenue 2017: $23,407,910Expenses 2017: $22,954,622Net Income 2017: $453,2882017Revenue 2021: $26,224,808Expenses 2021: $25,178,999Net Income 2021: $1,045,8092021Revenue 2022: $30,089,785Expenses 2022: $31,974,113Net Income 2022: -$1,884,3282022Revenue 2023: $33,369,062Expenses 2023: $29,974,623Net Income 2023: $3,394,4392023Revenue 2024: $37,324,595Expenses 2024: $32,840,917Net Income 2024: $4,483,6782024

Highlighted filing

2021

Revenue$26,224,808
Expenses$25,178,999
Net Income$1,045,809
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Dec 10, 2021
Return Version
2020v4.0
Gross Receipts
$26,224,808
Mission and Program Overview

Mission

Provide medical, life and long term disability benefits to approximently 1400 school employees.

Provide Medical, Life and Long-term disability benefits to approximately 1600 school employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,478,521$8,545,536▲ $1,067,015
Savings and Temporary Cash Investments$7,977,918$8,267,350▲ $289,432
Investments Other Securities$1,042,037$1,020,986▼ $21,051
Accounts Receivable-$828,042-
Prepaid Expenses and Deferred Charges-$100,076-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,035,268$10,226,654▲ $1,191,386
Other Assets Total$15,313$10,200▼ $5,113
Liabilities
Other Liabilities$1,422,000$1,514,000▲ $92,000
Accounts Payable and Accrued Expenses$134,747$167,118▲ $32,371
Total Liabilities$1,556,747$1,681,118▲ $124,371
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,478,521$8,545,536▲ $1,067,015
Total Liabilities and Net Assets / Fund Balance$9,035,268$10,226,654▲ $1,191,386

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,020,986--
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Paul NicodemusPresident
Chris LuxBoard Member
Erin CatlinBoard Member
Jacob AllenBoard Member
Jennifer LaughlinBoard Member
Michelle BabcockBoard Member
Sandy HensleyBoard Member
Stacey SmithBoard Member
Tim BlocherBoard Member
Tracey ShaferBoard Member
Jodi GordonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,116,410
Investment Income
$57,665
Other Revenue
$50,733
Change in Net Assets
$1,045,809

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,224,808
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$21,206
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$26,246,014
Total Revenue per Form 990
$26,224,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,595,407
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$23,583,592
Other Expenses---$189,813
Fees for Services Legal---$104,274
Fees for Services Accounting---$39,600
Fees for Services Lobbying---$36,247
Total Functional Expenses$0$0$0$25,178,999

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,178,999
Total Expenses per Audited Statements$25,178,999
Total Expenses per Form 990$25,178,999
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Claims Incurred But Not Reported$1,514,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Organization reviews the Form 990 at the board meeting prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“The Organization requires board members to disclose interests that could give rise to conflicts and the Trust's attorney review such disclosures, if applicable.”

Form 990, Part VI, Section B, Line 15

“The Executive Commitee annually reviews the compensation of the deputy treasurer.”

Form 990, Part VI, Section C, Line 19

“The Organization makes its governing documents, conflicts of interest policy and financial statements available upon request. In addition, the Organization provides its members a summary of plan description and summary of annual results.”

Filing and Contact Details

Filer

Filer Name
Central Indiana School Employees Insurence Tr
EIN
35-6515214
Phone
3178584747
Address
11 MOTIF BOULEVARD, BROWNSBURG, IN 46122

Signing Officer

Name
Jodi Gordon
Title
Treasurer
Phone
3178525726
Signed
2021-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodi Gordon
Formed
1990
Legal Domicile
In
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
David Shinkle CPA LLC
Address
1011 Tanager Drive, Columbus, IN 47203
Preparer
David Shinkle
Phone
8123430269
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The Finance Committee is responsible for the oversight of the audit of the financial statements. There was no change in the oversight process or selection process during the tax year.”

Financial Statement Notes

Schedule D, Part X, Line 2

“The Trust established under the plan to hold the Plan's net assets is qualified pursuant to Section 501(c)(9) of the Internal Revenue Code, and, accordingly, the Trust's net investment income is exempt from income taxes. The Plan Sponsor had obtained a favorable determination letter from the IRS and the Plan Sponsor believes the Trust, as amended, continues to qualify and operate as designed. The Trust is generally no longer subject to U.S. Federal and State tax examinations by taxing authorities for the years before 2015.”

Schedule D, Part XII, Line 2D

“Change in Estimated Claims Incurred but Not Reported”

Raw XML AppendixShowing 400 of 413 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trust established under the plan to hold the Plan's net assets is qualified pursuant to Section 501(c)(9) of the Internal Revenue Code, and, accordingly, the Trust's net investment income is exempt from income taxes. The Plan Sponsor had obtained a favorable determination letter from the IRS and the Plan Sponsor believes the Trust, as amended, continues to qualify and operate as designed. The Trust is generally no longer subject to U.S. Federal and State tax examinations by taxing authorities for the years before 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Estimated Claims Incurred but Not Reported
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XII, Line 2d
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization reviews the Form 990 at the board meeting prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization requires board members to disclose interests that could give rise to conflicts and the Trust's attorney review such disclosures, if applicable.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Commitee annually reviews the compensation of the deputy treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization makes its governing documents, conflicts of interest policy and financial statements available upon request. In addition, the Organization provides its members a summary of plan description and summary of annual results.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Finance Committee is responsible for the oversight of the audit of the financial statements. There was no change in the oversight process or selection process during the tax year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c
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ReasonableCauseExplanation/ExplanationTxt0Form 990 was filed on December 10, 2021 in hard copy since Organization was not aware of electronic filing requirement had become effective for this tax year 2020. The hard copy Form 990 return was returned to Organization by the IRS on May 26, 2022 with instruction to file the 2020 return electronically. The Organization submitted the electronic filing of the Form 990 on May 31, 2022.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL INDIANA SCHOOL EMPLOYEES INSURENCE TR
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David Shinkle CPA LLC

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,226,654
Liabilities
$1,681,118
Net assets
$8,545,536
Revenue
$26,224,808
Expenses
$25,178,999
Net income
$1,045,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.3$5.75$11.5$37.3$32.8$4.48
2023Detailed filing. Detailed filing data is available for this year.$12.6$5.55$7.04$33.4$30.0$3.39
2022Detailed filing. Detailed filing data is available for this year.$5.64$2.66$2.98$30.1$32.0$1.88
2021Detailed filing. Detailed filing data is available for this year.$10.2$1.68$8.55$26.2$25.2$1.05
2017Detailed filing. Detailed filing data is available for this year.$7.97$1.76$6.21$23.4$23.0$0.45
2016Detailed filing. Detailed filing data is available for this year.$7.54$1.71$5.82$22.5$22.7$0.20
2015Detailed filing. Detailed filing data is available for this year.$7.92$1.91$6.01$20.7$20.5$0.11